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104 Pheasant Run Suite 103, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-08-19 |
Branch Locations
104 Pheasant Run Suite 103, Newtown, PA 18940 • United States
30 Wall Street, 8Th Fl., New York, NY 10005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Credit Suisse Securities (Usa) Llc | New York | NY | 04/2012 | 05/2023 |
| Main Street Financial Solutions | Newtown | PA | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-19 |
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